Westwind Capital

Jolie Tixier is a financial advisor at Westwind Capital in Las Cruces, NM, holding a Series 65 designation with two years of industry experience. She previously worked at Spence Asset Management and spent ten years with the New Mexico State University Foundation. Westwind Capital manages approximately $796 million for a diverse client base, including individuals, high-net-worth clients, trusts, and institutional accounts, offering discretionary asset management and financial planning through its FOCUS Program. The firm employs a disciplined, long-term investment approach across multiple strategies and actively manages pooled vehicles and institutional mandates.

Scott Lieberwirth is a CFP® and holds a Series 65 license, with five years of industry experience. He has worked at Westwind Capital since 2022 and previously spent four years at Spence Asset Management. Before his financial advisory career, he was affiliated with the University of Texas at El Paso for nine years. Westwind Capital is a registered investment adviser managing approximately $796 million for individuals, high-net-worth clients, trusts, retirement and pension plans, and other institutional clients. The firm employs a disciplined, long-term investment approach across multiple strategies, including equity, income, balanced, ETF, and customized options, with active management of pooled vehicles and institutional mandates.

Marco Rodriguez is a financial advisor at Westwind Capital with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Spence Asset Management, Finhabits Advisors LLC, and Wells Fargo Clearing Services LLC. Westwind Capital manages approximately $796 million for individuals, high-net-worth clients, trusts, retirement and pension plans, and institutional clients. The firm offers discretionary asset management through its FOCUS Program, employing a disciplined, long-term investment approach across multiple strategies including equity, income, balanced, ETFs, and customized options for sophisticated clients.

Patrick Grooms is a financial advisor at Westwind Capital with 16 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Westwind Capital, he worked at Spence Asset Management for eight years and U.S. Bancorp Investments, Inc. for three years. Westwind Capital is a registered investment adviser managing approximately $796 million for individuals, high-net-worth clients, trusts, retirement and pension plans, and institutional clients. The firm employs a disciplined, long-term investment approach across multiple strategies, including equity, income, balanced, ETF, and customized options, with discretionary account management and ongoing monitoring.

Eric Walton is a financial advisor at Westwind Capital with 22 years of industry experience. He holds a Series 66 designation and previously spent 21 years at Spence Asset Management. Outside of his advisory role, he is a partner in several real estate holding companies where he manages property-related duties. Westwind Capital manages approximately $796 million for individuals, high-net-worth clients, trusts, retirement and pension plans, and institutional clients. The firm offers discretionary asset management through its FOCUS Program, combining equity, income, balanced, ETF, and customized options strategies using quantitative and qualitative principles.

Jonathan Stirling is a financial advisor at Westwind Capital with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Spence Asset Management, Northwestern Mutual Wealth Management Company, Michael Kuhn, and Option One. Westwind Capital is a registered investment adviser managing approximately $796 million for individuals, high-net-worth clients, trusts, retirement and pension plans, and other institutional clients. The firm offers discretionary asset management through its FOCUS Program and financial planning services, employing a disciplined, long-term approach across multiple investment disciplines with a mix of individual securities, ETFs, funds, and customized options strategies.